Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
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Whitaker Myers
Nov 182 min read
Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com
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Logan Doup
Nov 184 min read
What are Annuities?
Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...
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Stephen Armstrong
Nov 115 min read
President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...
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Summit Puri
Nov 113 min read
What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...
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John-Mark Young
Nov 35 min read
Election 2024: Navigating Financial Plans Amid Political Uncertainty
How to think about the Presidential Election as it relates to my investment portfolio
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Ethan Berry
Oct 283 min read
How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
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Clay Reynolds
Oct 282 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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Summit Puri
Oct 213 min read
Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
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Kelly Kranstuber
Oct 144 min read
Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
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Andrew Young
Oct 146 min read
Employer Annual Benefits Enrollment – What You Need to Consider - 2024
For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...
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John-Mark Young
Oct 72 min read
Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio
Grant Jennings joins Whitaker-Myers Wealth Managers
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Jake Buckwalter
Oct 73 min read
The Bond Market Simplified
From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...
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Summit Puri
Oct 73 min read
Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...
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David Gearhart
Sep 303 min read
Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...
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Matthew Harris
Sep 308 min read
Can I be a Millionaire?
Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....
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Stephen Armstrong
Sep 235 min read
How Dollar-Cost Averaging Can Help Investors Get Into the Market
As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...
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Nick Allen
Sep 164 min read
Monetary Policy vs Fiscal Policy: What’s What with the Economy
It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...
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Summit Puri
Sep 32 min read
Timing vs. Time in the Market
Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...
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David Gearhart
Sep 33 min read
Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
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